Should I invest in SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007)?

We don't give personal investment advice. SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007) is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 23.5%. 5-year CAGR: 18.89%.

SBI

SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007)

Latest NAV

₹51.4360

As of

18 Jun 2026

4,349 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.62%	+0.44%	+0.18	39 / 122	Q2
1W	+3.54%	+3.52%	+0.02	75 / 122	Q3
2W	+1.24%	+2.37%	-1.13	98 / 122	Q4
1M	+1.45%	+2.58%	-1.13	95 / 122	Q4
3M	+10.65%	+7.60%	+3.05	30 / 122	Q1
6M	+4.29%	+1.52%	+2.77	46 / 122	Q2
YTD	+2.89%	+0.22%	+2.67	42 / 122	Q2
1Y	+3.53%	+3.84%	-0.31	59 / 120	Q2
2Y	-1.04%	+2.78%	-3.82	81 / 116	Q3
3Y	+17.67%	+14.71%	+2.96	43 / 113	Q2
4Y	+22.44%	+17.25%	+5.19	23 / 105	Q1
5Y	+18.89%	+12.73%	+6.16	18 / 104	Q1
7Y	+18.48%	+14.50%	+3.98	25 / 99	Q2
10Y	+15.34%	+11.77%	+3.56	16 / 93	Q1
Inception	+8.92%	+11.10%	-2.18	79 / 122	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.89%	+0.13%	+2.76	40 / 118
2025	-1.29%	+3.20%	-4.48	73 / 115
2024	+20.23%	+19.60%	+0.62	48 / 113
2023	+48.85%	+31.56%	+17.30	11 / 108
2022	+9.26%	+2.19%	+7.08	32 / 104
2021	+46.75%	+32.41%	+14.34	22 / 102
2020	+7.92%	+18.32%	-10.40	72 / 100
2019	+9.71%	+5.50%	+4.21	27 / 97
2018	-18.28%	-10.07%	-8.22	72 / 94
2017	+40.43%	+30.10%	+10.33	22 / 93
2016	+8.55%	-0.25%	+8.80	14 / 93

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+11.17%

195 windows

min -62.8% · max 75.2%

66% positive

3-Year rolling

+12.69%

182 windows

min -16.9% · max 37.8%

84% positive

5-Year rolling

+11.76%

156 windows

min -11.0% · max 34.1%

88% positive

7-Year rolling

+11.38%

133 windows

min -4.3% · max 21.3%

94% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

15.61%

3-year · annualised

Sharpe ratio

0.71

vs risk-free 6.5%

Sortino ratio

1.15

Downside-only deviation

Max drawdown

-23.50%

Sep 2024 → Mar 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option	HDFC	₹17.9230	18 Jun 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.4080	18 Jun 2026
Magnum Equity Fund -Dividend	SBI	₹74.1512	18 Jun 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.8700	18 Jun 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹21.7560	18 Jun 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.5560	18 Jun 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹69.2850	18 Jun 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹66.4200	18 Jun 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹392.0606	18 Jun 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹65.0100	18 Jun 2026

Recent NAVs

Date	NAV
18 Jun 2026	₹51.4360
17 Jun 2026	₹51.0388
16 Jun 2026	₹50.7249
15 Jun 2026	₹50.3631
12 Jun 2026	₹49.6961
11 Jun 2026	₹48.7728
10 Jun 2026	₹49.2931
9 Jun 2026	₹49.8624
8 Jun 2026	₹49.8226
5 Jun 2026	₹50.4327

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 18 Jun 2026, the NAV of SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007) is ₹51.4360. It's a Sectoral/Thematic Fund from SBI, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007) has NAV history starting from 10 Jul 2007, a track record of about 18 years 11 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007) is managed by SBI. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007) has delivered a absolute return of 3.53% — -0.31 pp behind the Sectoral/Thematic Fund category average of 3.84%. The fund ranks #59 of 120 in its category — the second (Q2) quartile.

Over the trailing 3-year window, SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007) has delivered a CAGR of 17.67% — +2.96 pp ahead of the Sectoral/Thematic Fund category average of 14.71%. The fund ranks #43 of 113 in its category — the second (Q2) quartile.

Over the trailing 5-year window, SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007) has delivered a CAGR of 18.89% — +6.16 pp ahead of the Sectoral/Thematic Fund category average of 12.73%. The fund ranks #18 of 104 in its category — the top (Q1) quartile.

₹1 lakh invested in SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007) exactly 10 years ago would be worth approximately ₹416,576 today — a multiplier of 4.17×, based on the 10-year CAGR of 15.34%. The category average over the same window would have grown ₹1 lakh to ₹304,336.

A ₹10,000 monthly SIP in SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007) over the last 5 years — total invested ₹600,000 — would be worth ₹888,541 today. That's an XIRR (money-weighted annualised return) of 15.69%.

A ₹10,000 monthly SIP for 10 years in SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007) = ₹1,200,000 invested. It would currently be worth ₹2,980,850 (multiplier 2.48×). XIRR: 17.32%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007) ranks #18 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 12.73%; this fund delivered 18.89%.

The worst peak-to-trough decline SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007) has experienced over the last 5-year window is 23.50% — its NAV fell from a high on 23 Sep 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007) averaged 11.76% (best 34.05%, worst -10.98%). 88% of rolling windows ended positive. The 5-year Sharpe ratio is 0.77 — reasonable risk-adjusted performance.

In calendar year 2025, SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007) returned -1.29% — lagging the Sectoral/Thematic Fund category average of 3.20% by 4.48 pp. It ranked #73 of 115 in its category that year.

SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007) is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. SBI INFRASTRUCTURE FUND - SERIES I GROWTH (6/7/2007) is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 23.5%. 5-year CAGR: 18.89%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.